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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,495 | $166,089-83.4% | $164,928-83.3% | $145,978-81.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.13% | 100.26%-97.1pp | 70.08%-66.9pp | 550.52%-547.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,872 | $6,961+41.8% | $6,034+63.6% | $6,690+47.6% |
| Admin fee / account holder | $9,872 | $16,641-40.7% | $12,684-22.2% | $13,400-26.3% |